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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
601	Virtu KCG Holdings New York	$6.36M	+$1.56M	5	0.1%	Increased
602	NIA Northstar Investment Advisors Denver, Colorado	$6.31M	+$476K	1	1.73%	Increased
603	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$6.3M	+$78.2K	1	1.74%	Increased
604	Central Trust Company Jefferson City, Missouri	$6.27M	-$93.8K	5	0.55%	Reduced
605	Covington Capital Management Los Angeles, California	$6.27M	-$199K	1	0.65%	Reduced
606	EIM Emerson Investment Management Boston, Massachusetts	$6.25M	-$264K	1	1.25%	Reduced
607	Cambridge Investment Research Advisors Fairfield, Iowa	$6.22M	+$72.1K	4	0.18%	Increased
608	Private Advisor Group Morristown, New Jersey	$6.18M	+$1.04M	2	0.34%	Increased
609	Williams Jones & Associates New York	$6.15M	-$1.35M	2	0.28%	Reduced
610	AMF Tjänstepension Stockholm, Sweden	$6.13M	-$5.1M	1	0.09%	Reduced
611	NP NS Partners London, United Kingdom	$6.13M	-$62.3K	1	1.08%	Reduced
612	DL Delta Lloyd Amsterdam, Netherlands	$6.12M	+$496K	2	0.2%	Increased
613	AIP ARS Investment Partners New York	$6.12M	+$385K	2	1.4%	Increased
614	SFM Signet Financial Management Parsippany, New Jersey	$6.11M	+$765K	1	1.38%	Increased
615	FNYS First New York Securities New York	$5.99M	+$7.42M	2	2.7%	Increased
616	Great Lakes Advisors Chicago, Illinois	$5.98M	+$2.94M	3	0.19%	Increased
617	FA FDx Advisors Chicago, Illinois	$5.97M	-$417K	3	0.51%	Reduced
618	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$5.95M	-$252K	1	4.21%	Reduced
619	Segall Bryant & Hamill Chicago, Illinois	$5.93M	-$124K	2	0.14%	Reduced
620	CCT Country Club Trust Kansas City, Missouri	$5.92M	+$316K	1	0.91%	Increased
621	OPCM Osborne Partners Capital Management San Francisco, California	$5.92M	+$44K	1	0.87%	Increased
622	MAM Mastrapasqua Asset Management Nashville, Tennessee	$5.88M	+$16.7K	1	1.55%	Increased
623	NIM Northeast Investment Management Boston, Massachusetts	$5.88M	+$9.05K	1	0.63%	Increased
624	CA Cullinan Associates Louisville, Kentucky	$5.88M	+$2.65M	4	0.54%	Increased
625	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$5.86M	-$51.3K	1	1.86%	Reduced